You’ve worked hard for your money. We work hard for you.

We help friends and neighbors throughout central Florida work toward their financial goals through the use of insurance and investment products.

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Our 5-Step Retirement Blueprint Process

Discover key areas where your income, tax, investment or estate planning calls for improvement —
then get a plain-English strategy for getting on the right track.

 

1

Envision

Envision

In order to build a strong foundation for retirement, the first step is to explore your goals and concerns for the future. Like any other plan, it is hard to get where you’re going if you do not know where you are. You will learn different investment and tax benefits that may help you to achieve your vision as well as where and how we can help you get there. Lastly, we will introduce you to our Retirement Blueprint Process and the Fiscal House.

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2

Assess

Assess

The next step is reviewing your vision and any additional concerns. We will then share with you key issues and problems that we will need to overcome in order to achieve your ideal retirement. You will also receive your personal Riskalyze evaluation. This will show you if your current portfolio is aligned with your risk tolerance. Finally, we will begin designing your Retirement Blueprint should you choose to engage us as your advisor.

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3

Design

Design

During this step, we will present your Retirement Blueprint to you. Based on our assessment and your goals, the Retirement Blueprint will suggest any strategies that will help you construct your Fiscal House for retirement. You will learn of specific investments, income strategies, and tax strategies that will lay the foundation for your retirement. Once the Blueprint is approved by you, we will begin construction on your Fiscal House. This will begin with establishing accounts and performing any rollovers needed.

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4

Build

Build

The day has come! You finally get to see your Fiscal House. During this step, you will review all of the components that make up your Fiscal House. This is the house that you built from your Retirement Blueprint and we will ensure that you are familiar with every aspect of it. In doing so, we will answer any questions or concerns, review accounts, and perform any relevant transactions.

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5

Protect

Protect

This is an ongoing step. While your Fiscal House is built, it will need to be protected from the elements, just like any other house. We do this by providing proactive maintenance through account reviews. During these reviews we will discuss any changes to your goals or situation, adjusting your portfolio as needed, and maintaining tax efficiency. In the meantime, enjoy the Fiscal House you designed for your retirement!

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We focus on creating income, growing investments, minimizing taxes and financial risk, finding cost-effective health care solutions and passing on your legacy efficiently.

All of those areas are covered in the 5-Step Retirement Blueprint Process.

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Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

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How much of your retirement savings can you afford to lose?

Does your portfolio have too much risk? Or not enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!

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Attend a live Event

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Check back later for upcoming events.

Begin the journey toward your ideal reatirement

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Pearce Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

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